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Wednesday, August 29, 2018 Live

State Tax Interest Group Meeting and Technical Session (E1808328)

2:00 PM - 4:30 PM EDT

Registration: 2:00 PM EDT

NJCPA Education Center

425 Eagle Rock Avenue,
Roseland , NJ 07068

3 CPE Credits in TX

OVERVIEW

Mr. Klein and Mr. Endres will provide an update of New York State/City tax law developments and New York State’s/City’s response to the Federal Tax Cuts and Jobs Act. They will also discuss common issues faced by New Jersey practitioners with clients who work or live in New York.

HIGHLIGHTS

THERE IS NO CALL-IN OPTION FOR THIS MEETING

If you can't attend in person, you can watch the speaker presentations via live stream. There is no charge to attend, and you will receive two CPE credits. Select the "Virtual" option when registering.

COURSE LEVEL

Basic

INSTRUCTORS

Neil Becourtney

Neil B. Becourtney, CPA

Tax Director

Smolin, Lupin & Co., LLC.

Neil Becourtney, CPA, is a partner at CohnReznick. With expertise in representing clients facing tax examinations by the Internal Revenue Service, as well as state taxing authorities, he heads up the firm’s Tax Controversies Group. A regularly writer on tax subjects, Mr. Becourtney regularly monitors federal and state tax developments and frequently presents tax seminars. An active member of the New Jersey Society of CPAs (NJSCPA) for many years, Mr. Becourtney is a past chairperson of the NJSCPA New Jersey Taxation committee and is currently a member of its Editorial Advisory Board. Mr. Becourtney graduated from SUNY Albany in 1982 with a bachelor’s of science in accounting and earned a master’s of science degree in taxation from Pace University in 1986.

Joseph Endres

Joseph N. Endres, Esq.

Partner

Hodgson Russ LLP

Joseph N. Endres, Esq. is a partner in the Buffalo office of HodgsonRuss LLP. He counsels clients on a wide range of state and local taxation issues and represents taxpayers in disputes with the New York State Department of Taxation and Finance and the New York City Department of Finance. His practice focuses on personal income tax and residency matters as well as sales and use tax issues in the technology industry (software as a service, cloud computing, digital products, etc.).

Mr. Endres also advises clients with respect to various federal and state tax incentive-based programs such as the federal renewable energy investment and production tax credits, and New York State's Start-Up NY Program, Excelsior Program, former Empire Zone Program, Brownfield Tax Credit Program, and Historical Building Rehabilitation Tax Credit Program. Finally, Mr. Endres counsels clients on their abandoned property obligations. He is the Abandoned Property Audits Practice leader and has represented large corporations in complex compliance matters such as multistate abandoned property audits and voluntary disclosures.

He is a magna cum laude graduate of the University of Buffalo (SUNY), B.A. and SUNY Buffalo Law School, J.D. Mr. Endres is admitted to practice law in New York and is a member of the New York State Bar Association and the Bar Association of Erie County.

Mark Klein

Mark S. Klein, J.D.

Partner

Hodgson Russ LLP

Mark is Chairman of Hodgson Russ LLP and concentrates his practice in New York State and New York City tax matters. He has more than 35 years of experience with federal, multistate, state and local taxation -- and may be best known for his public speaking on tax topics. Mark splits his time between the Firm's New York City and Buffalo offices.

Mark has represented numerous Fortune 500 companies in connection with corporate, withholding and sales tax audits as well as dozens of individuals who appear on the Forbes 500 list of wealthiest individuals in the United States in connection with New York income tax inquiries.

Mark taught courses in the Tax Certificate Program in the School of Management at the University of Buffalo on state taxation and tax practice and procedure. He is a member of The CPA Journal editorial review board and has written numerous books, articles and treatises on the subject of multistate taxation. Mark is the general editor of LexisNexis Tax Practice Insights: New York; the editor of New York Tax Highlights and the contributing editor of CCH's Annual Guidebook to New York Taxes. He is the co-author of the ABA Sales & Use Tax Desk Book, CCH's New York Residency and Allocation Audit Handbook; New York Sales and Use Tax Answer Book, the New York State Bar Association's Contesting New York State Tax Assessments, 4th Edition; and RIA's New York Tax Handbook and New York City Tax Handbook. Mark is also a contributor to numerous professional and industry-focused publications.

PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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